Who Owns SIMPLIFY EXCHANGE TRADED FUN (SPYC)? -- Institutional Holders (2026-06-30)

41 institutions reported holding $89.7M of SIMPLIFY EXCHANGE TRADED FUN (SPYC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Austin Wealth Management, LLC ($30.6M), Integrated Wealth Concepts LLC ($14.9M), ENTREWEALTH, LLC ($11.9M), COMMONWEALTH EQUITY SERVICES, LLC ($11.8M), AE Wealth Management LLC ($6.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Austin Wealth Management, LLC	$30.6M	679,990	Added
2	Integrated Wealth Concepts LLC	$14.9M	326,608	Added
3	ENTREWEALTH, LLC	$11.9M	252,239	Added
4	COMMONWEALTH EQUITY SERVICES, LLC	$11.8M	258,822	Added
5	AE Wealth Management LLC	$6.2M	135,675	Trimmed
6	EVOLUTION WEALTH MANAGEMENT INC.	$5.0M	108,823	Added
7	Lloyd Advisory Services, LLC.	$1.6M	34,274	Added
8	Financial Enhancement Group LLC	$1.5M	32,796	Trimmed
9	Manhattan West Asset Management, LLC	$656,510	14,371	New
10	Noble Wealth Management PBC	$606,594	13,279	Trimmed
11	Fiduciary Alliance LLC	$581,009	12,719	Added
12	LPL Financial LLC	$570,095	12,480	Added
13	Elevated Capital Advisors, LLC	$549,180	12,022	Trimmed
14	B.O.S.S. Retirement Advisors, LLC	$504,287	11,039	Trimmed
15	HOWARD BAILEY SECURITIES, LLC	$477,854	10,461	Trimmed
16	ENVESTNET ASSET MANAGEMENT INC	$347,173	7,600	New
17	MERCER GLOBAL ADVISORS INC /ADV	$333,872	7,309	Trimmed
18	Modern Wealth Management, LLC	$253,802	5,556	Hold
19	Creative Planning	$252,477	5,527	New
20	Integrated Wealth Management	$217,405	4,759	New
21	Aptus Capital Advisors, LLC	$190,854	4,178	Added
22	TOUNJIAN ADVISORY PARTNERS, LLC	$170,209	3,726	New
23	BlackRock, Inc.	$143,072	3,132	Hold
24	IFG Advisory, LLC	$105,387	2,307	New
25	Kingdom Financial Group LLC.	$68,795	1,506	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30